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Jason P. Marshallis the founder of Marshall Law Offices. His law practice is focused on serving the needs of individuals faced with the challenges of managing their wealth and passing it on to future generations. He has over nineteen years of experience working with high net worth and highly compensated individuals in the areas of estate, gift, generation-skipping transfer and income tax planning. He spends his days guiding clients through the complexities of estate, business succession and charitable planning and gifting as well as successfully representing clients in estate and gift tax audits. Mr. Marshall also has extensive experience in the areas of estate and trust administration, often serving as a trustee and regularly advising other fiduciaries in complex estate and trust administration matters. In addition, he has testified before the Rhode Island Superior Court as an expert witness regarding trust and estate matters.
Mr. Marshall is Vice President and Director of the Estate Planning Council of Rhode Island, and a past member of the Professional Advisors Council at the Rhode Island Foundation. He is also a member of the Rhode Island Bar Association where he is active on the Committee on Probate and Trusts and a member of the Connecticut Bar Association, active on the Estates and Probate Section.
A frequent speaker and lecturer on advanced estate planning and tax issues, Mr. Marshall has received national recognition as a leading attorney and advisor to affluent individuals, and most recently was featured as one of the top rated lawyers in the Boston metropolitan area [read more]. He received his undergraduate degree in economics from University of Illinois in 1988 and his law degree from Chicago-Kent in 1994. He is licensed to practice law in Rhode Island, Connecticut, Massachusetts and Illinois.
Mr. Marshall is involved in many community activities and has served as a board member and on committees for numerous charitable organizations. He is currently serving as Chair of the board of directors of VNS Home Health Services and serves as pro bono legal counsel for The Tomorrow Fund. He also serves on the board of directors of South County Hospital Healthcare System and as Chair of its Professional Advisor Group.
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Chat withState: Massachusetts
Acquired: 2013
No misconduct found
State: Connecticut
Acquired: 2002
No misconduct found
State: Rhode Island
Acquired: 1999
No misconduct found
State: Illinois
Acquired: 1994
No misconduct found
300 Centerville Rd Ste 315, Summit South, Warwick, RI, 02886-0200
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2014
Boston's Top Rated Lawyers, ALM Legal Group
2014
AV Preeminent 5.0 out of 5 Peer Review Rated, Martindale-Hubbell
2006
100 Top Attorneys, Worth Magazine
2005
Top 100 Attorneys, Worth Magazine
2013 - Present
Principal, Marshall Law Offices
2007 - 2013
Partner, Paster & Harpootian Ltd.
1999 - 2007
Associate, Edwards Angell Palmer & Dodge, LLP
2007 - Present
Estate Planning Council of RIMember, Director & Vice President
2002 - Present
Connecticut Bar AssociationMember
1999 - Present
Rhode Island Bar AssociationMember
Chair, Board of Directors
Board of Directors
1994
JD
1988
BA - Bachelor of Arts